Taylor Stephens, Inc.

Taylor Stephens, Inc. (CRD# 110055) is a financial advisory firm headquartered in Irving, TX. They manage $67,669,397 in 190 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    68
    MILLION
  • Total Number of Accounts
    190
    ACCOUNTS
  • Average Account Value
    $356,155
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Taylor Stephens, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Michael J. Noel
CRD#: 2082516
105 Decker Ct, Suite 875, Irving, TX 75062
93
Wealthminder
score

Michael Noel (CRD# 2082516) is an Investment Advisor Representative working at Taylor Stephens, Inc. in Irving, TX and has over 26 years of experience in the finance industry.

2
Kimberly A. Atchley
CRD#: 6335942
105 Decker Ct, Suite 875, Irving, TX 75062
88
Wealthminder
score

Kimberly Atchley (CRD# 6335942) is an Investment Advisor Representative working at Taylor Stephens, Inc. in Irving, TX and has over 2 years of experience in the finance industry.

3
John A. Taylor
CRD#: 1754138
12720 Hillcrest Road, Dallas, TX 75230
83
Wealthminder
score

John Taylor (CRD# 1754138) is an Investment Advisor Representative working at Taylor Stephens, Inc. in Dallas, TX and has over 26 years of experience in the finance industry.

4
William K. Brinson
CRD#: 30774
12720 Hillcrest Road, Dallas, TX 75230
51
Wealthminder
score

William Brinson (CRD# 30774) is an Investment Advisor Representative working at Taylor Stephens, Inc. in Dallas, TX and has over 25 years of experience in the finance industry.

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